See where your money goes, spot subscriptions and trends, and ask your spending anything — imported in minutes, analyzed entirely on your device.
No bank linking. No uploads. Just your export and your browser.
Drop a bank export — PDF, QFX, or CSV. Finalyze auto-detects the format.
Dashboard, categories, subscriptions, and month-over-month trends — instantly.
On-device insights and chat when you opt in. Your transactions never leave the Mac or phone.
Finalyze is built for people who want Mint-level insight without handing their transaction history to the cloud.
Read privacy docsPowerful analysis that runs entirely in your browser. AI models download once and work on-device.
Transactions sorted automatically, learning from your corrections — Uber Eats → Restaurants, Costco → Groceries.
“How much do I spend on coffee?” “What changed from last month?” Chat with your spending history.
Transactions stay in your browser. No servers see your money — only your email, for your account.
Plain-English observations: lifestyle creep, seasonal patterns, and where you can save the most.
Every recurring charge surfaced, with price-increase and duplicate detection.
A responsive dashboard on your phone — tap-friendly cards, charts, and navigation.
Import statements from the banks you already use
Your data is always yours and always local — on every plan.
Less than one lunch per month
Entirely in your own browser (IndexedDB). Statements are never uploaded. The only thing stored on a server is your email address — used solely for your account.
The categorization and language models run on-device. They download once (opt-in) and then process your data locally — even offline.
Most major North American banks and cards via PDF statements, OFX/QFX, and CSV — with automatic format detection. Amex, RBC, TD, Scotiabank, BMO, CIBC, Chase, and more.
Yes — a free account is required to import and analyze your statements. It only stores your email; your financial data stays in your browser. The free plan covers your last 2 months of history; Pro unlocks unlimited history and premium features. You can also explore a sample-data tour without an account.
Importing, built-in auto-categorization, the core dashboard and charts, and one account — for your most recent 2 months of transactions. Pro ($7/month or $70/year) unlocks unlimited history, AI chat, custom cards and rules, multiple accounts, family mode, and a referral program (give a month, get a month).
Yes — choose “Take a tour with sample data” to explore every feature with dummy transactions, no account needed.
Yes. The whole dashboard is mobile-responsive — transactions become tap-friendly cards, charts resize, and the menu slides in. Add it to your home screen to use it like an app.
Yes. Export a full JSON backup anytime and restore it on another device.
See the Finalyze docs for import steps, on-device AI, plans, privacy, and troubleshooting.
Import a statement, explore the demo, or read the docs. Your financial data stays on your device.
No statement upload · Free to start · Documentation